We are live on ! Find out more
GCP

Garda Capital Partners Portfolio holdings

AUM $38.9M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$29.1M
3
+$20M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.36M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.74M

Top Sells

1
+$6.66M
2
+$5.98M
3
+$5M
4
AXP icon
American Express
AXP
+$4.08M
5
KO icon
Coca-Cola
KO
+$3.82M

Sector Composition

1 Technology 7.37%
2 Energy 6.19%
3 Healthcare 1.82%
4 Financials 1.68%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
103
– –
-8,935
104
– –
-9,877
105
– –
0
106
– –
-1,918
107
– –
0
108
– –
0
109
– –
-5,004
110
– –
0
111
– –
0
112
– –
0
113
– –
0
114
– –
-6,352
115
– –
-4,068
116
– –
-2,633
117
– –
0
118
– –
0
119
– –
0
120
– –
-11,231
121
– –
0
122
– –
-2,125
123
– –
0
124
– –
-3,680
125
– –
-5,981
3 4
5
6 7